Financial advisor of Ameriprise Financial.
Located in Waterville, Maine near the banks of the Kennebec River, Choice Wealth Advisors provides wealth management advisory services, retirement income planning, trust and nonprofit endowment management and alternative investments to families, businesses and nonprofits throughout the state of Maine. Our team has more than 50 years of combined experience within the financial services industry. All are active community members and natives of Maine. Our approach is inviting, helpful, compassionate, comprehensive and confidential. Financial Investment Services Include: Diversified Asset Allocation & Portfolio Management Wealth Management Advisory Services Retirement Income Planning Trust & Nonprofit Endowment Management Alternative Investments Family Protection: Insurance, Estate & Trust Planning Tax & Legacy Planning Small Business Succession Planning
Our goal is to provide our clients with trust and confidence throughout their Bench of Life. We strive to be there for them and stay a step ahead of where they want to be in life. As an independent firm, we do not focus on particular products or platforms.
Luke C Rodrigue, AAMS® 295 Kennedy Memorial Drive Suite 5, Waterville, ME 04901 Office Information Office InformationLocation 295 Kennedy Memorial Drive Suite 5 Waterville, ME 04901 Branch Team Carrie Hapworth Sr. Branch Office Administrator Request appointment Contact Me Contact Methods Phone: (207) 872-4510 Ask a Question Refer a Friend How We Work Together As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
LPL Financial offers innovative tools, unique market insights and personalized solutions.
LPL is your partner for whatever your future holds.
Prime Financial, Inc. is a well-established, service-driven financial firm based in Maine, providing solutions for more than 30 years to individuals, families, and business owners across the country. Whether you’re planning for retirement, managing investments, or organizing your financial life, we offer a high-touch experience rooted in responsiveness, transparency, and trust. When you reach out, you connect directly with our team. No call centers. No layers of complexity. Just thoughtful guidance, clear communication, and a relationship that grows with you. Together, we’ll protect your future with confidence.
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